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How to Achieve Your Financial Goals (tips from the achievers)

Family Balance Sheet

Wonder what sets you apart from the people that seem to crush their financial goals? These folks didn’t corner the market on goal success either, instead they just got the task DONE. Their 2017 goal is to boost their savings rate and get their expenses down to $30,000 a year as they work towards financial independence.

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My Personal Goals for 2018

Family Balance Sheet

My goals are completely attainable, but they will still stretch me t o be more intentional with my time. Aside from a health concern with one of my daughters , 2017 was a great year, however, I was distracted by non-necessities, so my overall theme for 2018 is to use my time more wisely on the people and things that are important to me.

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Our 2018 Financial Goals

Family Balance Sheet

Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. The Guidelines for 2018: 1. Restaurants.

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Family Office Manager

Family Balance Sheet

After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. There’s a yearly fee and a learning curve, but I love YNAB and it helps me stay on budget and financially organized with our day-to-day checking and savings accounts. Update budgeting software on a regular basis.

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Chit Chat: 06.17.18

Family Balance Sheet

I also had a large vertical trellis for growing squash, cantaloupe, and watermelons. The garden was my hobby for many years, but in the end, the weeds took over so much that I stopped enjoying my hobby and it became a dreadful chore. , we’re working on our Financial Vision Board in the month of June.